Unclaimed
William Randolph Evarts is a financial professional with over 10 years of experience in the industry. William is currently registered with PJT Partners LP in New York, NY. William has previously held positions at Blackstone Advisory Partners L.P. and Morgan Stanley & Co. LLC. William holds the Series 7, 79, 50 and SIE licenses. William is also registered in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
08/28/2015 - Present
PJT Partners LP (NEW YORK NY)
NY
08/19/2015 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
CA
08/14/2007 - 05/08/2012
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/19/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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